Menu
Home
Knowledge Base
Documentation
FAQs
Forums
Login
Sign up
Home
Knowledge Base
Documentation
FAQs
Forums
Login
Sign up
Knowledge Base - With Sidebar
Search our articles or browse by category below
All Site
Post
Page
FAQs
Knowledge Base
Documentation
Forums
Portfolio
Popular Search:
Getting Started
Dashboard
Revenue VS Target
How to Change Target KPIs
Comparison Charts
Sales Statistics
Marketing Statistics
View All 5
Estimates & Sales
Convert Estimates into Invoices
Synchronize invoices with Xero
Edit a Sales Invoice from a Job Card
How to Find Invoices
Creating an Estimate with the Technician View
View All 8
Flat Rate Pricing
How to Add Materials
How to Add Utilities
How to Create a Labour Task
How to Create a New Service
View All 4
Job Management & Scheduling
Adding Visits via the Scheduler Board
Edit job details
Adding a Time Block
Adding Tasks
Booking a New Job
View All 10
Logs
Overview of Timeline and Logs
Viewing Activity Logs
View All 2
Overview
Jobs vs Visits
Field Staff View
Dashboard Overview
Scheduler and Dispatcher Overview
Overview of Office Staff View
View All 5
Payment & Credits
Creating a New Payment in Job Card Page
Creating a Credit
Issuing a Refund
How to View Payments
Creating a Payment Using Stripe
View All 6
Reporting
How to Create a Client Report
How to Create Job Report
How to Create a Sales Report
How to Create a Payment Report
How to Create a Credit Report
View All 5
Signup & Setup
Signing up
Add Extra Licenses
Manage subscription and billing information
Upgrade from the trial version
Industry Selection
View All 9
Users & Permissions
Add a New Technician User
Changing User permissions
Add a New Admin User
Add a New Member User
View All 4
Xero Integration
How do I reconcile sales data synced to Xero?
When and how does data sync occur?
How to connect Xero
What does this integration do?
Syncing invoices from Skeduler to Xero
View All 8